Market Update 6 October 2026, with columns by Harry Geels, Edward Roozenburg and Evan Clark
Market Update 6 October 2026

Lunch Webinar Discussion 'Emerging Market Equities'

Louis-Vincent Gave (GaveKal), Catriona Macnair (Aberdeen) and Robert Secker (T. Rowe Price) discussed the opportunities and risks in emerging market equities.

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Edward Roozenburg: How much risk are the efficiency gains from AI worth?

AI can make financial institutions more efficient. However, greater autonomy also requires greater careful risk management.

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EDHEC: How accurate are private asset valuations?

Private asset valuations systematically understate exit prices, raising questions about fair value, NAV accuracy and investor protection as private markets expand.

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Harry Geels (credits Cor Salverius Fotografie)

Harry Geels: Three final conclusions on the Box 3 debacle

The debate surrounding Box 3 reveals a country that is highly polarised, struggling with an outdated tax system, and collectively suffering from the ‘money illusion’.

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